Home
›
Firms
›
WPM WEALTH ADVISORS LLC
WPM WEALTH ADVISORS LLC
SARATOGA SPRINGS, New York
·
2 registered advisors
·
CRD# 316722
SEC# 801-122458
1
518-369-5232
01
Firm Overview
AUM
$54M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WPM WEALTH ADVISORS LLC
2 registered advisors
Manuel Nmn Choy
SARATOGA SPRINGS, New York
CRD# 4464917
William Paul Gamello
SARATOGA SPRINGS, New York
CRD# 1722812
05
Office Locations
SARATOGA SPRINGS, New York
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WPM WEALTH ADVISORS LLC (CRD# 316722) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.